Tax Change Reason Mapping
e reason mapping options include:
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Increase/Decrease Bill Method – System Defined – Controls whether the existing tax bill is updated, or a new bill is created with full or differential charges.
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Correction Allocation – System Defined – Specifies how to allocate the differential charges to installments; first, last, by installment schedule, merge (create one installment), or split among unpaid installments. (there is a Prorate Daily option, but I don’t know what it does or why it’s there)
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Negative Bill Allocation – System Defined – In 8.06.12, the only option is to zero the negative tax bill and manually adjust the taxes on the Annual tax bill. In 9.0.0 and later, negative tax bills will be posted to A/R and placed in surplus, which the user can then allocate to unpaid tax bills or refund to the taxpayer.
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Internal/External Tax Queue – System Defined – Controls whether corrections are auto approved for tax office queues or require manual review.
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Billing Date – System Defined – Specifies whether the Tax Bill Transaction date will be the current database server system date or the current effective date of the application.
Define the rules for processing corrections and supplements to tax bills, including whether to update an existing bill or create a new bill for different types of changes.
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Map Tax Change Reasons - Select a tax change reason to specify how it will be used in corrections or supplemental roll processing. You can also copy mappings from one change reason to another.
Prerequisites
Levy Management
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None.
Assessment Administration
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Valuation Change Reason Mapping - For tax change reasons to be assigned during corrections and supplemental processing, they must be mapped to valuation change reasons first. Any valuation change reasons which are not mapped to a tax change reason will cause the default tax change reason to be used.
Configuration Menu
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Systype Maintenance - Tax Change Reason Codes are user-definable systypes and must be created before they are available for mapping and processing.
Dependencies
You must map tax change reasons before processing roll corrections or supplementals to the tax roll.
NOTE: The prerequisite and dependency information is provided as a helpful guide but may not be inclusive of all items. Please check with your (Undefined variable: Variables.Implementation) or (Undefined variable: Variables.SupportRep) for further advice if needed.